SCHK vs SPY
Comparison between SCHWAB 1000 INDEX ETF (SCHK, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed SCHK, delivering a return of +13.2% compared to +12.6%
SCHK vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHK
$5.70B
Winner
SPY
$781B
Expense Ratio
Winner
SCHK
0.03%
SPY
0.09%
Max Drawdown
Winner
SCHK
34.80%
SPY
56.47%
Sharpe Ratio
SCHK
1.32
Winner
SPY
1.36
5Y Beta
Winner
SCHK
0.99
SPY
1.00
P/E Ratio
Winner
SCHK
28.79
SPY
28.84
Forward P/E
Winner
SCHK
21.13
SPY
21.45
5Y Dividends CAGR
SCHK
5.65%
Winner
SPY
6.00%
5Y EPS CAGR
SCHK
24.40%
Winner
SPY
25.26%
Debt to Equity
SCHK
33.57%
Winner
SPY
31.47%
P/S Ratio
Winner
SCHK
3.51
SPY
3.85
P/B Ratio
Winner
SCHK
5.36
SPY
5.70
SCHK vs SPY - Holdings Comparison
SCHK and SPY have 495 common holdings. Overlap is 91.80%
SCHK's top 25 holdings weight is 47.12%. SPY's top 25 holdings weight is 51.08%.
| Rank | SCHK | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.83% | NVIDIA CORP (NVDA) - 7.50% |
| #2 | APPLE INC (AAPL) - 6.54% | APPLE INC (AAPL) - 6.58% |
| #3 | MICROSOFT CORP (MSFT) - 4.14% | MICROSOFT CORP (MSFT) - 4.29% |
| #4 | AMAZON.COM INC (AMZN) - 3.45% | AMAZON.COM INC (AMZN) - 3.61% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.08% | ALPHABET INC CLASS A (GOOGL) - 3.24% |
| #6 | BROADCOM INC (AVGO) - 2.52% | BROADCOM INC (AVGO) - 2.77% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.46% | ALPHABET INC CLASS C (GOOG) - 2.58% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.94% | MICRON TECHNOLOGY INC (MU) - 2.01% |
| #9 | TESLA INC (TSLA) - 1.63% | META PLATFORMS INC CLASS A (META) - 1.91% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.52% | TESLA INC (TSLA) - 1.83% |
| #11 | ELI LILLY AND CO (LLY) - 1.40% | ADVANCED MICRO DEVICES INC (AMD) - 1.47% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32% | ELI LILLY AND CO (LLY) - 1.47% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.30% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.42% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.21% | JPMORGAN CHASE & CO (JPM) - 1.36% |
| #15 | JOHNSON & JOHNSON (JNJ) - 0.92% | INTEL CORP (INTC) - 1.02% |
| #16 | EXXON MOBIL CORP (XOM) - 0.84% | JOHNSON & JOHNSON (JNJ) - 0.95% |
| #17 | VISA INC CLASS A (V) - 0.84% | APPLIED MATERIALS INC (AMAT) - 0.89% |
| #18 | INTEL CORP (INTC) - 0.75% | VISA INC CLASS A (V) - 0.88% |
| #19 | WALMART INC (WMT) - 0.70% | EXXON MOBIL CORP (XOM) - 0.88% |
| #20 | ABBVIE INC (ABBV) - 0.64% | LAM RESEARCH CORP (LRCX) - 0.84% |
| #21 | APPLIED MATERIALS INC (AMAT) - 0.63% | WALMART INC (WMT) - 0.77% |
| #22 | CISCO SYSTEMS INC (CSCO) - 0.63% | CATERPILLAR INC (CAT) - 0.76% |
| #23 | CATERPILLAR INC (CAT) - 0.62% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #24 | MASTERCARD INC CLASS A (MA) - 0.61% | ABBVIE INC (ABBV) - 0.69% |
| #25 | COSTCO WHOLESALE CORP (COST) - 0.60% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| Total Holdings | 930 | 502 |
SCHK vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHK
+0.26%
SPY
+0.25%
3M
Winner
SCHK
+8.23%
SPY
+8.11%
6M
SCHK
+9.58%
Winner
SPY
+9.62%
1Y
SCHK
+22.56%
Winner
SPY
+22.67%
5Y(CAGR)
SCHK
+12.55%
Winner
SPY
+13.19%
10Y(CAGR)
SCHK
+14.65%
Winner
SPY
+15.18%
Max(CAGR)
Winner
SCHK
+14.65%
SPY
+8.54%
SCHK vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SCHK | SPY |
|---|---|---|
| 2026 | +11.24% | +11.07% |
| 2025 | +17.48% | +18.00% |
| 2024 | +25.29% | +25.59% |
| 2023 | +27.16% | +26.72% |
| 2022 | -19.88% | -18.64% |
| 2021 | +27.95% | +30.52% |
| 2020 | +19.71% | +17.28% |
| 2019 | +31.09% | +31.09% |
| 2018 | -5.78% | -5.24% |
| 2017 | +5.07% | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
SCHK vs SPY Drawdown Comparison
The maximum drawdown for SCHK was -34.80%, occurring on Mar 23, 2020. Recovery took 120 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SCHK drawdown is -0.28%. The current SPY drawdown is -0.37%.
| Rank | SCHK | SPY |
|---|---|---|
| #1 | -34.80% Feb 19, 2020 - Aug 10, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -25.43% Dec 27, 2021 - Dec 14, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -19.63% Sep 20, 2018 - Apr 12, 2019 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -19.20% Feb 19, 2025 - Jun 26, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -9.83% Jan 26, 2018 - Jul 25, 2018 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -9.31% Sep 2, 2020 - Nov 11, 2020 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -8.97% Jan 12, 2026 - Apr 14, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -8.50% Jul 16, 2024 - Sep 19, 2024 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -6.75% May 3, 2019 - Jun 20, 2019 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -6.05% Jul 26, 2019 - Oct 25, 2019 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.60% Mar 28, 2024 - May 15, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.32% Oct 28, 2025 - Dec 10, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -5.31% Sep 2, 2021 - Oct 20, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -5.08% Feb 12, 2021 - Mar 15, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.79% Nov 16, 2021 - Dec 27, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SCHK and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
SCHK vs SPY dividend yield comparison.
| Year | SCHK | SPY |
|---|---|---|
| 2026 | 0.50% | 0.49% |
| 2025 | 1.09% | 1.07% |
| 2024 | 1.20% | 1.21% |
| 2023 | 1.38% | 1.40% |
| 2022 | 1.57% | 1.65% |
| 2021 | 1.17% | 1.20% |
| 2020 | 1.58% | 1.52% |
| 2019 | 1.82% | 1.75% |
| 2018 | 1.80% | 2.04% |
| 2017 | 0.31% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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